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Franklin India Small Cap Fund - Direct - Growth

Franklin Templeton · Scheme 118525

204.39 0.07%NAV · 2026-08-05
56
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
15.5%
Risk level
High
Min SIP
Benchmark
Nifty Smallcap 250 TRI

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+1.11%
3 Months+4.19%
6 Months+11.83%
1 Year+5.69%
3 Years (CAGR)+15.54%
5 Years (CAGR)+17.32%
10 Years (CAGR)+15.87%
Since Launch+19.98%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns54
Consistency48
Risk-adjusted60
Downside protection45
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +15.5%
  • 5Y CAGR: +17.3%
  • Positive 3Y windows: 91% of rolling 3Y windows positive
  • Alpha vs benchmark: +9.9%
  • Downside capture: 78% of benchmark falls

What to watch

  • 3Y CAGR vs category: -1.7% vs category avg
  • 10Y CAGR vs category: -2.0% vs category avg
  • Beat category: beat category in 51% of windows
  • Return stability: rolling-return std 13.6%

Risk metrics

Sharpe ratio
0.85
Sortino ratio
0.98
Volatility
15.82%
Max drawdown
-49.92%
Downside capture
78.20%

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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